If your team’s contracts are a mess—lost in inboxes, tracked in random spreadsheets, and always late for signatures—you’re not alone. Plenty of smart teams find themselves buried in contract chaos. If you’re reading this, you’re probably looking to wrangle that chaos using Juro, a contract platform that promises to help teams create, manage, and sign contracts in one place.
This guide is for anyone tasked with getting a team onto Juro, whether you’re in legal, ops, sales, or just the one who drew the short straw. I’ll walk you through the real steps to get your people using Juro (without threatening mutiny), and how to actually make contract work less painful. I’ll also call out the features worth your time—and the ones that can wait.
Step 1: Map Out Your Current Process (Don’t Skip This)
Before you even log into Juro, get clear on how your team actually handles contracts today. Not the theoretical process, but what’s really happening. This is the single best way to avoid just moving your mess from Google Docs into another tool.
Ask around: - How do contracts get started? (Email, Slack, carrier pigeon?) - Who needs to review or sign off, and in what order? - Where do signed contracts end up? - What’s slowing things down?
Tip: Draw this on a whiteboard or a napkin. It doesn’t need to look pretty—just be honest.
Why bother?
If you skip this, you’ll set up Juro in a way that doesn’t match how your team actually works. That means more confusion, slower adoption, and a higher chance someone says, “Why did we even buy this?”
Step 2: Set Up Your Juro Workspace (Keep It Simple)
Once you know your real-life process, it’s time to get hands-on.
Start with the basics: - Add your company’s branding (logo, colors). Looks minor, but small touches build trust. - Set up user accounts. Start small—just the core people who draft, review, or sign contracts.
Permissions:
Don’t go wild with permissions right away. Default to “everyone can see everything” unless you deal with super-sensitive contracts. You can always tighten things later—locking it down too soon just frustrates people.
Folders & Templates: - Create a folder structure that matches how your team thinks (by client, contract type, or team). - Set up 1-2 basic templates (think NDAs, sales agreements). Don’t try to template every possible scenario upfront.
Pro tip: Resist the urge to upload every old contract. Focus on live deals and upcoming renewals—old stuff can wait.
Step 3: Build (and Test) One Core Workflow
Juro can do a lot, but most teams only need a few workflows to start. Pick one contract type that causes the most headaches—maybe NDAs or sales contracts.
Build the workflow: - Create a simple template in Juro for that contract. - Add the usual fields people fill out (names, dates, amounts). - Set up a basic approval flow: Who needs to review? Who signs? In what order?
Test it: - Run a “dummy” contract through the process with your core group. - Watch for snags—does anyone get stuck or confused? - Make tweaks based on real feedback, not what you think people want.
What to ignore (for now): - Integrations with every tool under the sun. - Custom conditional logic, advanced notifications, or fancy reporting. - Automated reminders for every possible scenario. Start manual, automate later.
Step 4: Train the Team—But Don’t Overthink It
People don’t need a two-hour webinar to use Juro. They just need to know how it fits into their day.
How to train: - 10-minute live demo. Walk through creating, sending, and signing a contract. - Share a one-pager or short video. Keep it to the 3-5 things they actually need to do. - Make yourself (or a “Juro champion”) available for questions the first week.
Key things to show: - How to start a contract from a template. - How to fill in details and send for approval. - How to sign (and where to find signed contracts). - Who to ask if they get stuck.
What not to do:
Don’t turn this into a big project. No one wants to read a 30-page manual or sit through corporate onboarding videos. Keep it light, and focus on the basics.
Step 5: Get Feedback Fast (and Make Adjustments)
No matter how carefully you plan, something will annoy someone. That’s normal.
After your first week: - Ask the team: What’s working? What’s a pain? - Look for patterns—are people getting stuck at the same step? Is something too clunky? - Be ready to adjust templates, approvals, or folder structures.
Don’t get precious:
If a workflow isn’t landing, change it. The goal is contracts that move, not a perfect digital filing system.
Tip:
It’s better to fix small annoyances early than let them grow into “everyone hates this tool” gripes.
Step 6: Expand (But Only If You Need To)
Once one contract type is running smoothly, consider rolling out more templates or automating more steps.
Expand thoughtfully: - Add templates for other common agreements (employment contracts, renewals). - If teams are loving it, look into integrations (CRM, Slack, etc.), but only if it solves a real headache. - Automate reminders or reporting only if you’re actually chasing people for signatures or updates.
What to ignore: - Don’t feel pressure to use every feature. More complexity usually means more confusion. - Avoid uploading your entire contract history unless compliance demands it.
Step 7: Keep It Simple, Iterate Often
The best contract process is the one your team actually uses. If people are still sending PDFs by email or editing Word docs, something’s not working.
Check in every month or two: - Are contracts moving faster? - Is anyone bypassing Juro? If so, why? - Do you need more templates, or are people happy?
Keep tweaking:
Better to course-correct monthly than rebuild everything in six months.
Honest Takes: What Works, What Doesn’t
What works: - Start with one workflow and get it right. - Keep templates and approvals stupidly simple. - Involve the people doing the actual work—they know where the friction is.
What doesn’t: - Overengineering the setup with every feature turned on. - Pushing the tool without listening to feedback. - Trying to “big bang” launch the whole company at once.
Ignore the hype:
Juro is good, but it won’t magically fix broken processes or make people care about contracts. It’s a tool—not a silver bullet.
Wrapping Up
The fastest way to get value from Juro is to start small, keep things obvious, and adjust as you go. Don’t get lost in the weeds of every feature or try to impress anyone with a perfectly organized folder structure. Focus on the basics: get contracts out faster, make signing easier, and keep your team sane. That’s a win—anything else is just noise.